To help you monitor your organization, Scooter offers a wide range of reports, accessible via the Reports tab. You can choose reports from different categories.

Closed Sales — How much business have I closed so far?

Leads by Lead Source — How many leads has each lead source generated for me?

Open Cases By Priority — How many open support cases do we have by priority?

Open Deals — What deals have not closed yet?

Pipeline By Close Month — What pipeline do I have by close month?

Sales Pipeline by Stage — How much pipeline is at each sales stage?

Top Accounts — Which accounts are generating the most sales opportunities?

Account and Contact Reports

Tasks and Appointments — What are my open/completed activities?

HTML Email Status Report — Show me all HTML emails I sent this week

Active Accounts — What are my current accounts?

Neglected Accounts — Which accounts need attention?

Account Owners — Who owns which accounts?

New Accounts — What accounts have been added recently?

Partner Accounts — Which accounts are partners?

Mailing List — Who are the contacts at my current accounts?

Contact Role Report — Who are the contacts involved in my current deals?

Opportunity and Forecast Reports

Opportunity Pipeline — What are my upcoming opportunities by stage?

Opportunity Product Report — What are my upcoming opportunities by month and product?

Opportunities by Type — What types of opportunities are available?

Stuck Opportunities — Where are my opportunities getting stuck?

Opportunity Sources — What sources are my opportunities coming from?

Closed Opportunities — What opportunities have been won?

Opportunity History Report — Show me the lifecycle of my opportunities.

Details of Downgraded Forecast — Show me what opportunities have been downgraded in my forecast.

Opportunity Stage Duration Report — Show me how long an opportunity spent at each stage.

Quarterly Forecast Summary — Show me the forecast amounts, best case amounts and pipeline by quarter.

Forecast History Report — Show me the lifecycle of my forecasts.

Partner Opportunities — Which partners are generating revenue?

Sales Reports

Quota vs Actual — Compare my quarterly quota w/actual sales.

Sales by Account — Which accounts are responsible for sales?

Sales by Partner — Which partners are responsible for sales?

Sales by Rep — What are my closed sales?

Sales by Lead Source — How much revenue is generated by each lead source?

Lead Reports Move Report Section Up Move Report Section Down

Lead Lifetime — Track the life of a lead from creation to closure.

Neglected Leads — Which leads need attention?

Lead Status — What is the status of all leads?

Leads By Source — How effective are all lead sources?

Support Reports

Total Cases Created — How many total cases were created?

Total Cases Created by Agent — Who is creating cases?

Total Open Cases by Agent — Who owns open cases?

Solution List — What are the solutions for my organization?

Campaign Reports Move Report Section Up Move Report Section Down

Campaign ROI Analysis Report — How are each of my campaigns performing?

Campaign Call Down Report — Show me all members of a specific campaign.

Campaign Member Analysis Report — Who has responded to my campaigns?

Campaign Leads — Which leads have been marketed to in the past?

Campaign Contacts — Which contacts have been marketed to in the past?

Campaign Revenue Report — Show me revenue generated from my campaigns.

Administrative Reports Move Report Section Up Move Report Section Down

All Active Users — Who are the active Scooter users?

Users Logged in This Week — Who has logged into Scooter in the past 7 days?

Documents — What documents are available in the Document Library?